Financial Planner Specializing in Retirement Income Strategies
Steven Kanner is a seasoned financial professional with over 43 years of experience in the insurance and financial services industry. He specializes in helping clients across the United States financially prepare for retirement, with a focus on the strategic use of annuities to create sustainable income streams and protect savings from market volatility.
In today’s unpredictable financial landscape, Steven offers tailored strategies to ensure clients do not run out of income while safeguarding their assets against market downturns and high interest-rate fluctuations. While many financial advisors focus solely on portfolio growth, Steven stands out by expertly guiding clients through the complex process of converting savings into long-term, sustainable retirement income.
Steven takes pride in building meaningful relationships with his clients, delivering customized solutions based on their unique needs and goals. His philosophy is simple: every client should receive the same level of care and attention as if they were family.
Academically, Steven holds a Bachelor’s degree from Hofstra University and an MBA from St. John’s University. He also carries prestigious designations, including the CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant). These qualifications empower him to provide clients with tax-advantaged retirement benefits, safe money strategies, and comprehensive financial protection for their loved ones.
Outside the office, Steven enjoys stamp collecting, reading, golfing, and spending quality time with his family. Married since 1969, he and his wife have two daughters and five grandchildren. Steven is also an active supporter of charitable organizations, including the Tunnel to Towers Foundation, St. Jude Children’s Research Hospital, and Shriners Hospitals for Children.
Now residing in Boca Raton, Florida, Steven serves clients nationwide through advanced virtual meeting technology. This allows him to conduct personalized, face-to-face consultations online, share screens for real-time financial insights, and ensure clients are fully informed about their retirement income strategies—all from the comfort of their homes.
Steven is passionate about simplifying the complexities of annuities, answering common questions in a clear, personalized manner, and helping clients confidently navigate their retirement planning journey.
For tailored retirement planning guidance and expert annuity recommendations, Steven welcomes clients to reach out and begin building a secure financial future.
